研报掘金丨中金:361度第一季延续稳健增长趋势,目标价上调至8.15港元

中金财经
9 hours ago

  中金发表报告指,361度第一季延续稳健增长趋势,海外业务持续推进。在春节错期、大型赛事等因素带动下行业整体表现较好,361度主品牌和童装线下流水在不低的基数下均实现约10%的按年增长,延续此前良好趋势。海外业务第一季销售延续2025年的积极增长势头,在东南亚和欧洲市场实现良好突破,目前海外线下已布局1,200余个销售网点,同时跨境电商增长动能充足,增长表现好于2025年。   中金维持公司361度2026/2027年每股盈利预测0.72元及0.79元不变,维持“跑赢行业”评级,考虑行业回暖及较好的销售表现带动估值,上调目标价15%至8.15港元。   

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